PennyMac Financial Services, Inc.
PFSI- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001745916
In the last 90 days, PennyMac Financial Services, Inc. insiders filed 0 open-market purchases and 1 sale; 230 institutions reported holding it in 13F filings for Q2 2026, worth $2.93B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in PennyMac Financial Services, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 265
- +39 vs. Q3 2025
- Shares held
- 31.2M
- −765.4K (−2.4%) vs. Q3 2025
- Total value
- $4.12B
- +$157.2M (+4.0%) vs. Q3 2025
- New holders
- 61
- 79 more added
- Sold out
- 22
- 82 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $2.93B |
| Q1 2026 | 234 | $2.94B |
| Q4 2025 | 265 | $4.12B |
| Q3 2025 | 231 | $3.96B |
| Q2 2025 | 220 | $3.07B |
| Q1 2025 | 203 | $3.16B |
| Q4 2024 | 207 | $3.11B |
| Q3 2024 | 202 | $3.49B |
| Q2 2024 | 184 | $2.76B |
| Q1 2024 | 193 | $2.63B |
| Q4 2023 | 192 | $2.58B |
| Q3 2023 | 176 | $1.91B |
| Q2 2023 | 169 | $2.07B |
| Q1 2023 | 176 | $1.74B |
| Q4 2022 | 179 | $1.62B |
| Q3 2022 | 169 | $1.27B |
| Q2 2022 | 175 | $1.31B |
| Q1 2022 | 185 | $1.69B |
| Q4 2021 | 205 | $2.12B |
| Q3 2021 | 200 | $2.01B |
| Q2 2021 | 201 | $2.03B |
| Q1 2021 | 230 | $2.27B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding PennyMac Financial Services, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 29,118 | $3.84M | 0.02% | +29,118 | New |
| California State Teachers Retirement System | 29,313 | $3.86M | 0.00% | +1,010+3.6% | Added |
| Renaissance Technologies LLC | 32,400 | $4.27M | 0.01% | +13,300+69.6% | Added |
| Legal & General Group Plc | 32,549 | $4.29M | 0.00% | −2,037−5.9% | Reduced |
| Citigroup Inc | 35,725 | $4.71M | 0.00% | +7,262+25.5% | Added |
| Prescott Group Capital Management, L.L.C. | 36,015 | $4.75M | 0.44% | 00.0% | Unchanged |
| South Dakota Investment Council | 36,638 | $4.83M | 0.09% | −5,500−13.1% | Reduced |
| EAM Investors, LLC | 37,009 | $4.88M | 0.54% | +37,009 | New |
| Brevan Howard Capital Management LP | 39,521 | $5.21M | 0.10% | +39,521 | New |
| Rhumbline Advisers | 40,821 | $5.38M | 0.00% | −6,471−13.7% | Reduced |
| Clough Capital Partners L P | 40,890 | $5.39M | 0.48% | +40,890 | New |
| Wells Fargo & Company | 40,993 | $5.40M | 0.00% | +10,930+36.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 43,787 | $5.77M | 1.19% | −183,985−80.8% | Reduced |
| Balyasny Asset Management LLC | 45,391 | $5.98M | 0.01% | +45,391 | New |
| Schonfeld Strategic Advisors LLC | 48,291 | $6.37M | 0.03% | +37,179+334.6% | Added |
| 1832 Asset Management L.P. | 58,600 | $7.73M | 0.01% | +21,900+59.7% | Added |
| Two Sigma Advisers, LP | 60,000 | $7.91M | 0.02% | −112,100−65.1% | Reduced |
| Millennium Management LLC | 60,116 | $7.93M | 0.01% | +8,399+16.2% | Added |
| Swiss National Bank | 61,200 | $8.07M | 0.00% | +1,100+1.8% | Added |
| Kempen Capital Management N.V. | 62,939 | $8.30M | 0.07% | +62,939 | New |
| TD Asset Management Inc | 63,174 | $8.33M | 0.01% | +1,778+2.9% | Added |
| Barclays PLC | 65,927 | $8.69M | 0.00% | +2,436+3.8% | Added |
| Interval Partners, LP | 68,319 | $9.01M | 0.21% | +36,749+116.4% | Added |
| New York State Common Retirement Fund | 72,201 | $9.52M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 75,104 | $9.90M | 0.00% | −1,914−2.5% | Reduced |
| Dark Forest Capital Management LP | 83,391 | $11.0M | 0.50% | +57,870+226.8% | Added |
| UBS Group AG | 84,539 | $11.1M | 0.00% | −81,818−49.2% | Reduced |
| Alliancebernstein L.P. | 86,390 | $11.4M | 0.00% | −2,351−2.6% | Reduced |
| Concentric Capital Strategies, LP | 86,478 | $11.4M | 0.59% | +69,858+420.3% | Added |
| BW Gestao de Investimentos Ltda. | 90,000 | $11.9M | 0.42% | +90,000 | New |
| Jane Street Group, LLC | 90,255 | $11.9M | 0.01% | +90,255 | New |
| Lightrock Netherlands B.V. | 124,313 | $16.4M | 3.47% | −8,200−6.2% | Reduced |
| Kinetic Partners Management, LP | 125,900 | $16.6M | 0.81% | +37,900+43.1% | Added |
| Bank of America Corp | 138,527 | $18.3M | 0.00% | −47,796−25.7% | Reduced |
| Morgan Stanley | 144,092 | $19.0M | 0.00% | +28,819+25.0% | Added |
| Nuveen, LLC | 150,280 | $19.8M | 0.01% | −10,970−6.8% | Reduced |
| Palisade Capital Management LLC | 183,469 | $24.2M | 0.72% | −21,399−10.4% | Reduced |
| Qube Research & Technologies Ltd | 197,602 | $26.1M | 0.04% | +137,633+229.5% | Added |
| Two Sigma Investments, LP | 213,171 | $28.1M | 0.04% | −97,748−31.4% | Reduced |
| Massachusetts Financial Services Co | 215,993 | $28.5M | 0.01% | −71,609−24.9% | Reduced |
| Goldentree Asset Management LP | 227,377 | $29.9M | 1.62% | −69,064−23.3% | Reduced |
| Bank of New York Mellon Corp | 255,898 | $33.7M | 0.01% | −65,546−20.4% | Reduced |
| Northern Trust Corp | 259,247 | $34.2M | 0.00% | −23,990−8.5% | Reduced |
| Senator Investment Group LP | 287,093 | $37.9M | 1.52% | +31,737+12.4% | Added |
| Boston Partners | 323,824 | $43.4M | 0.04% | −111,164−25.6% | Reduced |
| Norges Bank | 335,911 | $44.3M | 0.00% | +335,911 | New |
| Ameriprise Financial Inc | 346,771 | $45.7M | 0.01% | −22,525−6.1% | Reduced |
| Senvest Management, LLC | 417,333 | $55.0M | 1.70% | 00.0% | Unchanged |
| Citadel Advisors LLC | 425,284 | $56.1M | 0.04% | −256,918−37.7% | Reduced |
| American Century Companies Inc | 426,982 | $56.3M | 0.03% | −2,421−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 441,401 | $58.2M | 0.01% | −8,198−1.8% | Reduced |
| Basswood Capital Management, L.L.C. | 550,927 | $72.6M | 3.21% | −27,617−4.8% | Reduced |
| Goldman Sachs Group Inc | 563,917 | $74.3M | 0.01% | −142,608−20.2% | Reduced |
| JPMorgan Chase & Co | 598,527 | $78.9M | 0.01% | −49,351−7.6% | Reduced |
| 140 Summer Partners LP | 669,892 | $88.3M | 6.90% | +223,752+50.2% | Added |
| Price T Rowe Associates Inc | 671,025 | $88.5M | 0.01% | −20,213−2.9% | Reduced |
| Geode Capital Management, LLC | 692,304 | $91.3M | 0.01% | −3,205−0.5% | Reduced |
| State Street Corp | 814,156 | $107.3M | 0.00% | −41,935−4.9% | Reduced |
| Invesco Ltd. | 1,569,184 | $206.9M | 0.02% | +106,088+7.3% | Added |
| Dimensional Fund Advisors LP | 1,789,369 | $235.9M | 0.05% | −78,804−4.2% | Reduced |
| BlackRock, Inc. | 2,212,703 | $291.7M | 0.00% | +41,456+1.9% | Added |
| FMR LLC | 2,226,631 | $293.6M | 0.01% | −246,332−10.0% | Reduced |
| Vanguard Group Inc | 2,832,737 | $373.5M | 0.01% | +12,782+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 3,603,567 | $475.1M | 0.30% | −138,523−3.7% | Reduced |
| MFN Partners Management, LP | 4,531,792 | $597.5M | 12.63% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −108,431−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −51,821−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −44,501−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −28,872−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −28,360−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,028−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −8,362−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Bryce Point Capital, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |